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7101 Wisconsin Ave Suite 1200, Bethesda, MD 20814

 

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Products and Services

I and my team at First Financial Group provide assistance in the following areas:

Individual Financial Planning

  • Comprehensive Financial Planning
  • Goal and Strategy Planning
  • Retirement Income Planning
  • Financial Tax Strategies
  • Estate Planning
  • Cash Flow Management
  • Asset Management 
  • Liability Reduction
  • Plan Implementation and Monitoring

Business Planning

  • Equity Protection Planning
  • Business Succession Planning
  • Buy-Sell Planning
  • Executive Benefits
  • Business Life Insurance
  • Disability Buy-out Insurance
  • Key Person Insurance
  • Defined Contribution Plans
  • Defined Benefit Plans
  • Retirement Programs
  • Group Benefits

Investments*

  • Managed Investment Accounts
  • Mutual Fund Portfolios
  • Brokerage Accounts
  • IRA Rollovers
  • Educational IRA
  • 529 Plans
  • Traditional IRA
  • SEP IRA

*Investments offered by Park Avenue Securites

  • Simple IRA
  • Roth IRA
  • Variable Annuity
  • Fixed Annuities
  • SPIAs
  • DIAs

Insurance

  • Personal and Business Life Insurance
  • Personal and Business Disability Insurance
  • Long-Term-Care Insurance